SvipS
08-10

$Intel(INTC)$ A bet in the past and hope it will continue to grow in the future.  Despite a new competition from new CXMT and it expected to dominate the whole of China market going forward in the coming years. At least for the present, Intel will still keep growing maybe not too fast pace,  but a slower pace. Looking at USD150 mark at end of year, I hope. : )

Modified in.08-10
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Comments

  • AmyMacaulay
    08-10
    AmyMacaulay
    CXMT owning all of China feels too simplified lol, did you price in local partnerships and geopolitics?
  • EricVaughan
    08-10
    EricVaughan
    150 by year end is a stretch lol, but if gross margin holds I’d still stay bullish. Data center needs to stop bleeding first though
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